Investment Assistant

Thomas & Dessain; United Kingdom; On-site; GBP 23,000 - 31,000; Full time

Job summary

Thomas & Dessain, a leading wealth management team in the United Kingdom, is seeking a proactive administrator to support Investment Managers and deliver a first-class client experience. You’ll help with client onboarding, account openings, investment documentation, payments and asset transfers, and you’ll liaise with private clients, financial advisers and external providers to ensure smooth service.

Ideal candidates have experience in financial services, a solid understanding of investments

Qualifications

• Financial services or investment management experience.
• Good understanding of investments and AML/KYC requirements.
• Strong organisational and communication skills.

Responsibilities

• Assist with client onboarding and account openings.
• Prepare investment documentation, payments and asset transfers.
• Liaise with private clients, financial advisers and external providers.

Skills

Organisational skills

Communication skills

Investment knowledge

AML/KYC understanding

Job description

Support clients and make an impact in investment management

An excellent opportunity to join a leading wealth management team, providing administrative support to Investment Managers and delivering a first-class client experience.

You’ll assist with client onboarding, account openings, investment documentation, payments and asset transfers, while liaising with private clients, financial advisers and external providers.

Ideal for someone with previous financial services or investment management experience, a good understanding of investments and AML/KYC requirements, and strong organisational and communication skills.